KCS - Can I Undo My Imported Contacts If There Are Documents Attached To Them

Objective:

  • Is It Possible To Undo Imported Contacts After They Have Items Associated With Them

Environment:

  • Clio Web App

Additional Information:

You will need to remove any: Matters, Related Matters, Transactions, Notes, Documents,  Bill, Communications

Answer:

You will need to remove all information that is attached to all Contacts before you can undo the Import. This is a safety precaution to keep the integrity of your Data.

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